Kdk Private Wealth Management, LLC Portfolio Holdings by Sector

Kdk Private Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IWV IVV FTEC IWF SHV FIDU VGT FNCL 40 stocks	$60.7 Million 65.47% of portfolio	6	30	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD KMI 2 stocks	$24.1 Million 26.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.81 Million 1.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services SSB TCBX 2 stocks	$1.43 Million 1.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.32 Million 1.42% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$844,375 0.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate NMRK 1 stocks	$729,000 0.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy HAL 1 stocks	$630,313 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy KRP 1 stocks	$335,612 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$306,829 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$250,696 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$247,887 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts

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